Herold Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
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|
2025
Q1 | $694K | Sell |
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|
2024
Q4 | $713K | Buy |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $586K | Sell |
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|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $698K | Sell |
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|
2023
Q1 | $671K | Buy |
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|
2022
Q4 | $472K | Buy |
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|
2022
Q3 | $391K | Hold |
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|
2022
Q2 | $410K | Hold |
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|
2022
Q1 | $495K | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.11M | Buy |
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